MarketWatch

I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that …

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...

Planning retirement & child's education through mutual funds? Expert explains SWP, taxation, portfolio rebalancing

An investor seeks expert guidance for his daughter's education and retirement goals. A financial planner suggests a ...
Financial Planning

AI will reshape portfolio construction, say financial advisors

Financial advisors see artificial intelligence eclipsing every other technology trend in wealth management this year, with AI-driven portfolio recommendations and construction emerging as the most ...
Business Wire

Interactive Brokers Adds Retirement Planner to PortfolioAnalyst ®

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...